OUR PROCESS FOR SAFELY MIGRATING LEGACY DATA INTO EPICOR WITH COPYRIGHT

Our Process for Safely Migrating Legacy Data into Epicor with copyright

Our Process for Safely Migrating Legacy Data into Epicor with copyright

Blog Article

Introduction: Don’t Let Your Legacy Data Break Your New System

Migrating legacy data is one of the most critical—and risky—parts of any ERP transition. If it’s not done carefully, corrupted records, missing fields, and format mismatches can slow down your go-live, create operational chaos, and reduce user trust in your new system.

That’s why at Epicforce Tech, we take a methodical, secure, and proven approach to legacy data migration using Epicor’s Data Management Tool (copyright). Our process ensures that only clean, structured, and validated data makes it into your Epicor system—so your ERP starts strong from day one.

Why Legacy Data Migration Is High-Stakes

Most legacy systems have:

  • Inconsistent data structures

  • Redundant or outdated records

  • Fields that don’t map 1:1 to Epicor

  • Manual entry errors or missing values

  • Business rules not aligned with Epicor’s data model

???? According to ERP implementation research, data issues are a top reason for delayed go-lives and poor system adoption.

Epicforce Tech’s 6-Step Legacy Data Migration Framework

Our process combines technical precision with business logic. Here’s how we migrate your legacy data safely into Epicor using copyright:

1. ???? Data Discovery & Mapping

We begin by identifying all the datasets you want to migrate, such as:

  • Customers and suppliers

  • Open orders and invoices

  • Inventory and parts

  • BOMs and routings

  • GL balances and historical transactions

We then map these fields to their Epicor equivalents, ensuring compatibility with:

  • Field types (string, date, decimal)

  • Required vs. optional fields

  • Lookup values (e.g., UOMs, tax codes)

  • Relational dependencies

???? Deliverable: A complete Field Mapping Document and Data Inventory Matrix.

2. ???? Data Cleansing & Validation

Before we migrate anything, we clean the source data. This includes:

  • Removing duplicates and nulls

  • Standardizing formats (dates, decimals, names)

  • Filling in missing required values

  • Validating data types and foreign keys

  • Verifying records against existing Epicor master data

???? Tools we use: Excel Power Query, SQL scripts, and Epicor BAQs.

???? Outcome: Only qualified data proceeds to import.

3. ???? copyright Template Preparation & Testing

We build copyright import templates for each module, carefully choosing:

  • The correct import type (Add, Update, Upsert)

  • Required column order and headers

  • Field-specific formatting (e.g., booleans, dropdowns)

  • Modular dependencies (e.g., import customers before orders)

Before live usage, we run:

  • Test imports in a sandbox

  • Error log reviews

  • BAQ checks to confirm accuracy and counts

✅ Every template is reusable for future batch updates.

4. ???? Controlled Batch Uploads via copyright

Instead of bulk importing thousands of records at once, we use batch controls:

  • Break files into manageable loads (e.g., 500–1000 rows)

  • Log each batch ID, date, time, and user

  • Use staggered imports based on record relationships

  • Pause after each batch to validate key metrics

???? We monitor for:

  • Failed rows

  • Import warnings

  • Key field mismatches

  • Relational errors (e.g., referencing non-existent parent records)

5. ???? Post-Import QA & Reconciliation

After all batches are uploaded:

  • We compare pre-migration totals vs. Epicor records

  • Run BAQs and PivotTables to find anomalies

  • Validate integrity of critical fields (e.g., open balances, stock levels)

  • Check transaction histories and cross-module consistency

We work directly with department stakeholders (e.g., finance, ops) to validate final accuracy.

???? Deliverable: A full Migration QA Report with sign-off checklists.

6. ???? User Training + Data Ownership Transfer

Successful data migration isn’t complete until:

  • Users know how to verify and work with the imported data

  • Department heads understand where their records live

  • Reports and dashboards reflect the new data structure

  • Knowledge of migrated values is embedded in training materials

We offer quick-reference guides and targeted sessions for:

  • Sales and customer service teams

  • Finance and accounting

  • Operations and production planning

???? This ensures smooth transition and confidence post-go-live.

What Makes Our Migration Process Different?

✅ Business logic meets technical control – we don't just move data; we ensure it works in real processes.
✅ Epicor-specific validation – every step considers how Epicor consumes and interacts with that data.
✅ Templates built for reuse – enabling future imports or updates with zero guesswork.
✅ QA with human and system validation – so you catch what copyright logs can’t.

Real-World Migration Example

A wholesale distributor needed to move from a 15-year-old legacy system to Epicor. Their key challenges:

  • Inconsistent product naming conventions

  • Disconnected customer addresses and contact records

  • Incomplete historical pricing

  • Duplicate SKUs across categories

Epicforce Tech delivered:

  • A structured data cleanup plan

  • Reusable copyright templates for 12+ modules

  • Department-specific migration testing

  • Full adoption support post-go-live

???? Result: The migration was completed 2 weeks ahead of schedule with 99.7% data accuracy reported across all departments.

Common Pitfalls (and How We Avoid Them)

Pitfall Epicforce Tech Solution
Migrating duplicate or outdated records Cleanse & deduplicate source data
Broken relational imports Staggered copyright batch sequencing
Errors in formatting Pre-tested, locked templates
Users confused post-import Role-based training post-load
Poor validation BAQ-driven reconciliation reports

Best Practices We Recommend

  • Start data migration planning months before go-live

  • Involve stakeholders in data validation

  • Document your mapping decisions and naming conventions

  • Keep legacy data read-only and archive it separately

  • Never skip test loads—always use a sandbox first

???? Your ERP is only as good as the data inside it.

Conclusion: Legacy Data Deserves a Future-Ready Approach

Migrating from outdated systems into Epicor can feel overwhelming—but it doesn’t have to be. With the right process, tools, and experts, you can transition safely and efficiently, preserving your data’s integrity and unlocking the full potential of your new ERP.

At Epicforce Tech, we make that happen—by combining copyright expertise with real-world migration strategy.

Need a Clean Start with Your Epicor Data?

Let us help you migrate legacy data with confidence and control.

???? Call: (888) 280-5585
???? Email: info@epicforcetech.com
???? epicforcetech.com

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